Mike Holt

Mike Holt is a seasoned wealth management professional with extensive experience in providing comprehensive financial services to high net worth individuals, particularly current and retired corporate executives. Since April 2015, Mike has served as a Wealth Strategist at Beacon Trust, following a notable tenure at The MDE Group, Inc. as a Wealth Management Strategist from July 1994 to March 2015. Prior experience includes roles as a Tax Manager at Mahoney Cohen and Clarfeld Financial Advisors, where Mike focused on financial planning and tax services for top executives and expatriate clients. Mike began a career in financial services at Deloitte & Touche, handling audits for financial institutions. Educational qualifications include a BS in Accounting, Finance, and Economics from California State University, Long Beach, and studies at Pace University's Lubin School of Business.